LUND, INC. has sponsored the creation of one or more 401k plans.
Additional information about LUND, INC.
Submission information for form 5500 for 401k plan LUND INTERNATIONAL 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2020 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $21,076,568 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,172,435 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,081,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,987,601 |
Value of total corrective distributions | 2020-12-31 | $2,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,720,718 |
Value of total assets at end of year | 2020-12-31 | $0 |
Value of total assets at beginning of year | 2020-12-31 | $18,985,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $91,339 |
Total interest from all sources | 2020-12-31 | $84,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $623,687 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $21,076,568 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $623,687 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,412,603 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $529,621 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $117,777 |
Other income not declared elsewhere | 2020-12-31 | $26,108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,091,004 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,985,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $26,224 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,549,022 |
Interest on participant loans | 2020-12-31 | $29,741 |
Interest earned on other investments | 2020-12-31 | $54,277 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,906,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,717,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $190,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,987,601 |
Contract administrator fees | 2020-12-31 | $65,115 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2020-12-31 | 208004844 |
2019 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,509,246 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,322,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,146,234 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,335 |
Value of total corrective distributions | 2019-12-31 | $18,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,471,500 |
Value of total assets at end of year | 2019-12-31 | $18,985,564 |
Value of total assets at beginning of year | 2019-12-31 | $14,798,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $155,609 |
Total interest from all sources | 2019-12-31 | $86,518 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $451,996 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $451,996 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,279,746 |
Participant contributions at end of year | 2019-12-31 | $529,621 |
Participant contributions at beginning of year | 2019-12-31 | $385,170 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,020,494 |
Other income not declared elsewhere | 2019-12-31 | $41,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,186,784 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,985,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,798,780 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $41,452 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,549,022 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,563,787 |
Interest on participant loans | 2019-12-31 | $26,904 |
Interest earned on other investments | 2019-12-31 | $59,614 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,906,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,849,823 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,457,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $171,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,146,234 |
Contract administrator fees | 2019-12-31 | $114,157 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2019-12-31 | 208004844 |
2018 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,030,668 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,306,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,142,509 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $5,828 |
Value of total corrective distributions | 2018-12-31 | $37,358 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,630,211 |
Value of total assets at end of year | 2018-12-31 | $14,798,780 |
Value of total assets at beginning of year | 2018-12-31 | $15,075,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $121,198 |
Total interest from all sources | 2018-12-31 | $73,638 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $458,915 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $458,915 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,148,999 |
Participant contributions at end of year | 2018-12-31 | $385,170 |
Participant contributions at beginning of year | 2018-12-31 | $312,561 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $322,051 |
Other income not declared elsewhere | 2018-12-31 | $49,108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-276,225 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,798,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,075,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $10,548 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,563,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,150,993 |
Interest on participant loans | 2018-12-31 | $18,160 |
Interest earned on other investments | 2018-12-31 | $55,478 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,849,823 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,611,451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,181,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $159,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,142,509 |
Contract administrator fees | 2018-12-31 | $110,650 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2018-12-31 | 208004844 |
2017 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $2,209,754 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,885,710 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,765,238 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,611,335 |
Value of total corrective distributions | 2017-12-31 | $47,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,037,756 |
Value of total assets at end of year | 2017-12-31 | $15,075,005 |
Value of total assets at beginning of year | 2017-12-31 | $11,744,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $106,614 |
Total interest from all sources | 2017-12-31 | $70,693 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $352,066 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $352,066 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $887,689 |
Participant contributions at end of year | 2017-12-31 | $312,561 |
Participant contributions at beginning of year | 2017-12-31 | $321,784 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $29,935 |
Other income not declared elsewhere | 2017-12-31 | $32,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,120,472 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,075,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,744,779 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $32,470 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,150,993 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,588,201 |
Interest on participant loans | 2017-12-31 | $14,326 |
Interest earned on other investments | 2017-12-31 | $56,367 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,611,451 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,834,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,392,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $120,132 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,611,335 |
Contract administrator fees | 2017-12-31 | $74,144 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2017-12-31 | 208004844 |
2016 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,619,125 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,159,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,021,588 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $18,457 |
Value of total corrective distributions | 2016-12-31 | $17,780 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $869,855 |
Value of total assets at end of year | 2016-12-31 | $11,744,779 |
Value of total assets at beginning of year | 2016-12-31 | $12,285,459 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $101,980 |
Total interest from all sources | 2016-12-31 | $68,511 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $238,940 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $238,940 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $769,233 |
Participant contributions at end of year | 2016-12-31 | $321,784 |
Participant contributions at beginning of year | 2016-12-31 | $363,919 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,398 |
Other income not declared elsewhere | 2016-12-31 | $30,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-540,680 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,744,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,285,459 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $29,771 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,588,201 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,061,678 |
Interest on participant loans | 2016-12-31 | $15,025 |
Interest earned on other investments | 2016-12-31 | $53,486 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,834,794 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,859,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $411,248 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $98,224 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,021,588 |
Contract administrator fees | 2016-12-31 | $72,209 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2016-12-31 | 208004844 |
2015 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $862,401 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $591,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $459,486 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $6,408 |
Value of total corrective distributions | 2015-12-31 | $22,961 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $865,962 |
Value of total assets at end of year | 2015-12-31 | $12,285,459 |
Value of total assets at beginning of year | 2015-12-31 | $12,014,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $102,192 |
Total interest from all sources | 2015-12-31 | $63,248 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $434,646 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $434,646 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $754,903 |
Participant contributions at end of year | 2015-12-31 | $363,919 |
Participant contributions at beginning of year | 2015-12-31 | $327,731 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $12,931 |
Other income not declared elsewhere | 2015-12-31 | $30,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $271,354 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,285,459 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,014,105 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $30,575 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,061,678 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,886,458 |
Interest on participant loans | 2015-12-31 | $14,614 |
Interest earned on other investments | 2015-12-31 | $48,634 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,859,862 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,799,916 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-532,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $98,128 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $459,486 |
Contract administrator fees | 2015-12-31 | $71,617 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2015-12-31 | 208004844 |
2014 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,852,642 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,312,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,199,200 |
Value of total corrective distributions | 2014-12-31 | $18,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,200,944 |
Value of total assets at end of year | 2014-12-31 | $12,014,105 |
Value of total assets at beginning of year | 2014-12-31 | $10,473,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $94,525 |
Total interest from all sources | 2014-12-31 | $57,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $305,524 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $305,524 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $689,614 |
Participant contributions at end of year | 2014-12-31 | $327,731 |
Participant contributions at beginning of year | 2014-12-31 | $171,481 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,423,050 |
Other income not declared elsewhere | 2014-12-31 | $28,695 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,540,370 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,014,105 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,473,735 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $28,695 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,886,458 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,479,187 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $9,800 |
Interest earned on other investments | 2014-12-31 | $48,016 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,799,916 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,823,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $259,663 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $88,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,199,200 |
Contract administrator fees | 2014-12-31 | $65,830 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2014-12-31 | 208004844 |
2013 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,694,527 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $966,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $882,506 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $9,662 |
Value of total corrective distributions | 2013-12-31 | $12,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $883,940 |
Value of total assets at end of year | 2013-12-31 | $10,473,735 |
Value of total assets at beginning of year | 2013-12-31 | $8,745,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $61,437 |
Total interest from all sources | 2013-12-31 | $79,243 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $170,063 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $170,063 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $603,117 |
Participant contributions at end of year | 2013-12-31 | $171,481 |
Participant contributions at beginning of year | 2013-12-31 | $137,839 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $280,823 |
Other income not declared elsewhere | 2013-12-31 | $8,897 |
Administrative expenses (other) incurred | 2013-12-31 | $2,970 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,728,067 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,473,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,745,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $48,738 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,479,187 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $5,786,125 |
Interest on participant loans | 2013-12-31 | $6,396 |
Interest earned on other investments | 2013-12-31 | $72,847 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,823,067 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,821,704 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $534,209 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,018,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $882,506 |
Contract administrator fees | 2013-12-31 | $9,729 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2013-12-31 | 208004844 |
2012 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,688,808 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,111,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,075,147 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $782,649 |
Value of total assets at end of year | 2012-12-31 | $8,745,668 |
Value of total assets at beginning of year | 2012-12-31 | $8,168,364 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,357 |
Total interest from all sources | 2012-12-31 | $87,065 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $465,427 |
Participant contributions at end of year | 2012-12-31 | $137,839 |
Participant contributions at beginning of year | 2012-12-31 | $164,221 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $317,091 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $577,304 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,745,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,168,364 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $28,603 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $5,786,125 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $5,339,100 |
Interest on participant loans | 2012-12-31 | $6,598 |
Interest earned on other investments | 2012-12-31 | $80,467 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,821,704 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,665,043 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $819,094 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $131 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,075,147 |
Contract administrator fees | 2012-12-31 | $7,754 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BATES CARTER AND CO., LLP |
Accountancy firm EIN | 2012-12-31 | 208004844 |
2011 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $349,045 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $902,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $863,903 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,644 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $430,217 |
Value of total assets at end of year | 2011-12-31 | $8,168,364 |
Value of total assets at beginning of year | 2011-12-31 | $8,721,623 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $36,757 |
Total interest from all sources | 2011-12-31 | $83,571 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $420,549 |
Participant contributions at end of year | 2011-12-31 | $164,221 |
Participant contributions at beginning of year | 2011-12-31 | $183,036 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $8,956 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $124 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-553,259 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,168,364 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,721,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $29,055 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $5,339,100 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $6,023,749 |
Interest on participant loans | 2011-12-31 | $8,205 |
Interest earned on other investments | 2011-12-31 | $75,366 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,665,043 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,514,838 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-164,743 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $712 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $863,903 |
Contract administrator fees | 2011-12-31 | $7,578 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BATES, CARTER, & CO. LLP. |
Accountancy firm EIN | 2011-12-31 | 020800484 |
2010 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,359,925 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $979,169 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $940,261 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $-25 |
Value of total corrective distributions | 2010-12-31 | $1,773 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $419,247 |
Value of total assets at end of year | 2010-12-31 | $8,721,623 |
Value of total assets at beginning of year | 2010-12-31 | $8,340,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $37,160 |
Total interest from all sources | 2010-12-31 | $80,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $419,220 |
Participant contributions at end of year | 2010-12-31 | $183,036 |
Participant contributions at beginning of year | 2010-12-31 | $180,372 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $380,756 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,721,623 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,340,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $27,567 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $6,023,749 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,798,638 |
Interest on participant loans | 2010-12-31 | $8,942 |
Interest earned on other investments | 2010-12-31 | $71,664 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,514,838 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,361,857 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $860,072 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $27 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $940,261 |
Contract administrator fees | 2010-12-31 | $9,593 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BATES, CARTER, & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 208004844 |
2009 : LUND INTERNATIONAL 401(K) RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |